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Atria Investments’s Tidewater TDW Stock Holding History

Atria Investments’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-161
Closed -$202K – 467
2014
Q3 		$202K Buy
161
+18
+13% +$28.1K 0.02% 440
2014
Q2 		$258K Sell
143
-105
-42% -$174K 0.03% 364
2014
Q1 		$389K Buy
248
+44
+22% +$71.9K 0.04% 320
2013
Q4 		$390K Buy
204
+16
+9% +$30.4K 0.04% 333
2013
Q3 		$360K Buy
+188
New +$350K 0.04% 333

Other funds holding TDW

VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Atria Investments's TDW Position: Q4 2014 in Review

Atria Investments sold out of Tidewater (TDW) in Q4 2014, closing a stake of 161 shares — an estimated $202K sold.

Atria Investments first reported a position in TDW in Q3 2013 and held it in 5 quarters. The position peaked at $390K in Q4 2013. 234 funds tracked by Wall St. Rank hold TDW as of Q4 2014.

  • Atria Investments reported no remaining Tidewater position as of Q4 2014 after selling out during the quarter.
  • Atria Investments sold 161 Tidewater shares in Q4 2014, an estimated $202K.
  • Atria Investments first reported a position in Tidewater in Q3 2013 and held it in 5 quarters.
  • Atria Investments's Tidewater position peaked at $390K in Q4 2013.
  • 234 funds tracked by Wall St. Rank held Tidewater as of Q4 2014.

Based on Atria Investments's 13F filing for Q4 2014, filed 12 Jan 2015.